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Nippon India Capital Builder Fund IV- Series D- Dividend Payout Option

Nippon India · Sectoral
Very High
₹10.36
Current NAV
18 Jan 2021
29.1%
1Y Return
1.2%
3Y CAGR
27.3%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.83
Sharpe Ratio
0.53
Beta
0.33
Alpha
2.25
Sortino
Fund Details
Fund House Nippon India
Category Sectoral
AUM ₹1380 Cr
Expense Ratio 1.33%
Min SIP ₹500
Min Lumpsum ₹1000
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